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Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Monday, 12 September 22
COAL PRICE HIKE REMAINS DIFFICULT FOR CIL: CHAIRMAN TELLS ANALYSTS - PTI
Coal India on Thursday informed investors that increasing coal prices remains difficult in the current context when the economy is grappling with h ...
Friday, 09 September 22
GREECE WILL KEEP COAL-FIRED PLANTS RUNNING FOR LONGER AMID GAS CRISIS - REUTERS
Greece will keep seven coal-fired plants running for longer than previously planned as European countries adjust to a cut in gas flows coming from ...
Friday, 09 September 22
CHINA'S DROUGHT INTENSIFIES GLOBAL COAL SHORTAGE - REUTERS
China’s drought has sent coal prices surging as traders anticipate the lack of hydroelectric generation will force it to burn more coal to me ...
Thursday, 08 September 22
MOODY.S AFFIRMS ABM INVESTAMA'S B1 RATINGS FOLLOWING PLANNED MINORITY INVESTMENT IN COAL MINER; OUTLOOK STABLE
Moody's Investors Service has affirmed ABM Investama Tbk (P.T.)'s B1 corporate family rating (CFR), along with the B1 rating on its senior ...
Thursday, 08 September 22
MARKET INSIGHT - INTERMODAL
While the energy markets are historically stretched, Russian flows of crude oil are closely monitored as the oil trade is ultimately realigned. Mor ...
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- Eastern Energy - Thailand
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- The Treasury - Australian Government
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Timah Investasi Mineral - Indoneisa
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Savvy Resources Ltd - HongKong
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Samtan Co., Ltd - South Korea
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Baramulti Group, Indonesia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Pendopo Energi Batubara - Indonesia
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Petron Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Aditya Birla Group - India
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Edison Trading Spa - Italy
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
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